Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,432
shares
|
$7.86 Million
0.02% of portfolio
|
Q3 2023
Added 304.15%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
179,164
shares
|
$7.52 Million
0.47% of portfolio
|
Q3 2024
Added 120.4%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
168,665
shares
|
$7.08 Million
0.72% of portfolio
|
Q3 2024
Added 1322.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
156,432
shares
|
$6.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
145,174
shares
|
$6.09 Million
0.26% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
138,819
shares
|
$5.82 Million
2.09% of portfolio
|
Q3 2024
Added 30.5%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
132,236
shares
|
$5.55 Million
2.13% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
124,208
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
124,084
shares
|
$5.21 Million
0.12% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
118,110
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
114,311
shares
|
$4.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
107,444
shares
|
$4.51 Million
0.1% of portfolio
|
Q3 2024
Added 59.73%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
100,231
shares
|
$4.21 Million
0.28% of portfolio
|
Q3 2024
Added 60.19%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
93,114
shares
|
$3.91 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
90,563
shares
|
$3.8 Million
2.73% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
88,071
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 92.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
85,116
shares
|
$3.57 Million
0.13% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
83,366
shares
|
$3.5 Million
0.13% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
78,841
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 38.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
75,919
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
75,673
shares
|
$3.18 Million
2.57% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
75,324
shares
|
$3.16 Million
0.2% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
66,124
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
65,307
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2024 Q3 2024 |
64,119
shares
|
$2.69 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.22%
|